Personalized, Professional Service
Douglas Goldstein, CFP® Founder, Owner, Director
Doug began his career on Wall Street in 1992 at Dean Witter. After developing a successful practice in New York, Doug moved with his wife and family to Israel.
Doug is accredited by the Israel Securities Authority (ISA) as a licensed Israeli advisor and is also a licensed U.S. advisor. He holds the designations of Certified Financial Planner™,
Registered Investment Advisor, and Trust and Estate Practitioner. He is a member of both the Financial Planning Association and of the Society of Trust and Estate Practitioners.
Doug is frequently invited to give lectures as well as teach college courses
on investing. He is often invited to comment on financial affairs on radio and TV and in local and international newspapers
. He also serves as a trainer and consultant to banks in Israel.
Sandy moved from Texas to Israel in 1997 and has worked with Profile ever since. She has a strong background in a wide variety of areas of bank management, including compliance, new accounts, documentation, employee training, and operations. Overseeing all of our client services, she enhances the Profile “client first” philosophy in her activities. She is married with two children, and lives in Efrat.
can be reached at email@example.com
Nechama Zecharia Client Service Representative
Nechama made aliyah from Denver, Colorado, in 2006. Her past work experience includes customer relations and administrative duties. Her genuine desire to exceed customer expectations and her attention to detail are qualities that enrich our team. Nechama lives in Jerusalem with her husband and two children.
can be reached at firstname.lastname@example.org
BatSheva Goldstein Chief Financial Officer, Manager of Financial Planning
BatSheva oversees Profile’s finances and its financial planning
operations. She holds U.S. securities licenses (Series 7 and 63) from FINRA. Originally from New York, she lives with her husband and four children in Efrat.
can be reached at email@example.com
Originally from London, Naomi came to Israel in the early 1990s. She has worked as a translator, writer, and editor, and brings her broad experience to help Profile produce its publications and manage its social media. She is the sound engineer for the Goldstein on Gelt
show. Naomi lives in Jerusalem with her eight children.
can be reached at firstname.lastname@example.org
Portfolio Resources Group, Inc
. member FINRA, SIPC, MSRB, SIFMA, gives clients access to world financial markets. With clients in more than ten countries, and domestically in the United States, the PRG group of companies also provides Profile clients access to leading, secure custodial technology platforms such as Pershing LLC., a BNY Mellon corporation, and Envestnet, Inc., one of the largest providers of wealth management solutions in the industry.